See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,019 | $111,814-89.3% | $103,374-88.4% | $145,959-91.8% |
| Participation rate | 76.2% | 77.9%-1.7pp | 74.5%+1.7pp | 80.3%-4.1pp |
| Annual return | 12.47% | 24.77%-12.3pp | 24.89%-12.4pp | 561.95%-549.5pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,869-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $3,731 | $5,618-33.6% | $5,058-26.2% | $6,689-44.2% |
| Admin fee / account holder | $866 | $9,754-91.1% | $8,394-89.7% | $13,398-93.5% |